Although mega-cap companies like Amazon and Alphabet dominated returns in 2020, positive news related to vaccines opened the door for a rotation to small and mid-cap stocks. In this episode, Chris Heakes and Danielle Neziol zero in on the S&P MidCap 400® and S&P SmallCap 600®, two lesser known benchmarks within the U.S. equity universe. They look at the diversification benefits available through those areas, as well as the heightened upside potential from accepting marginally more risk.
Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Chris Heakes, an ETF Specialist and Portfolio Manager specializing in equities and derivatives strategies.
ETFs mentioned in the podcast:
BMO S&P US Mid Cap Index ETF (Ticker: ZMID)
BMO S&P US Small Cap Index ETF (Ticker: ZSML)
BMO S&P 500 Index ETF (Ticker: ZSP)
Disclosures:
The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance.
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BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal.
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